GuShiio.com ① According to people familiar with the matter, Tesla is preparing software updates for China customers to provide driving assistance functions similar to “Fully Autonomous Driving”(FSD) in the U.S. market.
② The research report of China International Capital Corporation pointed out that 2025 is expected to be the year for smart driving to develop from quantity to quality. The dual potential positive catalysis brought by Tesla’s FSD entry into China and Robotaxi will be one of the main themes throughout the year.
According to people familiar with the matter, Tesla is preparing software updates for China customers to provide driver assistance features similar to “fully autonomous driving”(FSD) in the U.S. market. People familiar with the matter said updates planned for some time in the future will allow Tesla owners to use driver assistance features on urban roads. Tesla plans to tell customers that the system will guide vehicles onto exit ramps and intersections and be able to identify traffic signals, turns, handle lanes and speed changes. The features will be deployed to customers who have already paid 64,000 yuan ($8800) for what Tesla calls FSD. People familiar with the matter said the feature will be rolled out on some models and gradually expanded.
Previously, Changan Automobile, BYD and other car companies launched the slogan of “smart driving equal rights” to catalyze the increase in the penetration rate of smart driving configurations for economic models of 100,000 yuan and below; Hongmeng Zhixing released six intelligent technologies of Zunjie independent intelligence to promote L3 The implementation of level autonomous driving functions; including Tesla’s current preparation to update software and deploy FSD functions in China, will promote market growth in the smart driving parts segment. The CICC research report pointed out that 2025 is expected to become a big year for smart driving development from quantity to quality. There are two main lines: one is from the gradual completion of L2+ functions to the opening of a new chapter in competition among L3 car companies. The other is the entry of Tesla FSD into China and Robotaxi. The dual potential positive catalysis brought by.
According to the Cailian theme library, among the relevant listed companies:
lianchuang electronicsIn-vehicle lenses and imaging module products are widely used in the field of intelligent driving. The company is Tesla’s secondary supplier, and some lenses are the main supplier.
BethelDeeply engaged in the chassis field, we have mature mass production of brake-by-wire products, and are currently in the field of steer-by-wire. The company attaches great importance to business cooperation with Tesla and has already carried out cooperation.
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